Robertson Stephens Wealth Management, LLC - EATON VANCE TAX MNGD GBL DV ownership

EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 218 filers reported holding EATON VANCE TAX MNGD GBL DV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$81,483
-6.9%
11,0560.0%0.01%
-16.7%
Q2 2023$87,564
+1.4%
11,0560.0%0.01%
-14.3%
Q1 2023$86,34711,0560.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q2 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 807,147$7,430,0003.20%
Pointe Capital Management LLC 317,965$2,957,0002.54%
Focused Wealth Management, Inc 211,768$1,969,0000.68%
Brinker Capital Investments, LLC 1,754,684$16,319,0000.52%
FIDUCIARY TRUST INTERNATIONAL LLC 100,841$938,0000.28%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 78,608$731,0000.22%
FLAGSHIP HARBOR ADVISORS, LLC 82,011$762,0000.15%
Advisors Asset Management, Inc. 961,297$8,940,0000.15%
WEDBUSH SECURITIES INC 131,759$1,225,0000.15%
BAR HARBOR TRUST SERVICES 28,995$270,0000.15%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders